Also assign the default Commlog type for some processes that automatically create commlogs in this definition (e.g. recall, texting, etc.).

To add or edit available commlog types:

Double-click an existing item or click Add to create a new item. The Edit Definition window will open.

Name: Enter the commlog type.

APPT, FIN, RECALL, MISC, TEXT: (Optional) Set the default commlog type when a commlog is automatically generated. Only assign one default per type. If no default is set, the first type in the list will be used.APPT: Enter APPT to set this as the default type when Comm is clicked on the Edit Appointment window. Commlogs with this type are highlighted yellow in the Communications Log - Appointment Scheduling grid.FIN: No longer used in the program.RECALL: Enter RECALL to set this as the default type when a recall status is selected from the Set Status dropdown or Comm is clicked on the Recall List.MISC: Enter MISC to set this as the default type when Commlog is clicked from the Main Toolbar.TEXT: Enter TEXT to set this as the default type when a Text Message is sent.

Click OK to save.

Editing existing commlog types will change the type on current commlog entries.